Ameriprise

Ameriprise Portfolio holdings

AUM $442B
1-Year Est. Return 26.2%
 

Ameriprise Financial, Inc., founded in 1894 as Investors Syndicate and headquartered in Minneapolis, Minnesota, is a leading financial services firm specializing in wealth management, financial planning, and insurance, managing hundreds of billions in assets for individual and institutional clients. Evolving from its roots in investment certificates, it now offers a comprehensive suite of services, including retirement planning, annuities, mutual funds, and advisory solutions, delivered through a network of over 10,000 financial advisors across the U.S. Known for its client-first approach, Ameriprise became independent in 2005 after spinning off from American Express, focusing on personalized advice and robust digital tools to compete in a crowded market. With a strong emphasis on long-term relationships and financial security, Ameriprise has grown into a trusted name in the retail investment and insurance sectors.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178B
AUM Growth
+$7.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,039
New
Increased
Reduced
Closed

Top Buys

1 +$407M
2 +$333M
3 +$267M
4
AMT icon
American Tower
AMT
+$219M
5
META icon
Meta Platforms (Facebook)
META
+$214M

Top Sells

1 +$508M
2 +$400M
3 +$329M
4
V icon
Visa
V
+$310M
5
EA icon
Electronic Arts
EA
+$251M

Sector Composition

1 Technology 15.65%
2 Healthcare 13.59%
3 Financials 13.2%
4 Consumer Discretionary 9.2%
5 Industrials 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1601
$7.61M ﹤0.01%
864,009
+1,492
1602
$7.58M ﹤0.01%
68,443
+48,653
1603
$7.56M ﹤0.01%
228,817
-306
1604
$7.56M ﹤0.01%
240,015
-3,241
1605
$7.55M ﹤0.01%
224,942
+18,402
1606
$7.54M ﹤0.01%
33,530
-1,229
1607
$7.53M ﹤0.01%
285,903
-33,976
1608
$7.53M ﹤0.01%
697,104
+107,511
1609
$7.52M ﹤0.01%
322,984
-364
1610
$7.5M ﹤0.01%
531,478
+21,058
1611
$7.49M ﹤0.01%
237,904
-81,782
1612
$7.49M ﹤0.01%
89,422
-12,488
1613
$7.46M ﹤0.01%
124,169
-180,436
1614
$7.46M ﹤0.01%
94,043
+7,771
1615
$7.46M ﹤0.01%
261,568
+52,259
1616
$7.45M ﹤0.01%
547,054
+53,838
1617
$7.44M ﹤0.01%
276,386
+115,074
1618
$7.43M ﹤0.01%
332,805
+143,356
1619
$7.43M ﹤0.01%
221,037
+33,108
1620
$7.43M ﹤0.01%
99,644
-6,641
1621
$7.41M ﹤0.01%
174,498
+57,816
1622
$7.41M ﹤0.01%
99,475
-4,700
1623
$7.4M ﹤0.01%
7,970
-153
1624
$7.36M ﹤0.01%
504,622
+225,024
1625
$7.36M ﹤0.01%
197,430
-6,113